Christian Avila
Investment adviser representative at Global Wealth Management Investment Advisory, Inc.
12 yearsExperience
1 stateRegistered in
$722.8MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Global Wealth Management Investment Advisory, Inc.Feb 2024 to now
- Global Wealth ManagmentJan 2023 to now
- Global Wealth ManagementMay 2022 to Jan 2023
- Stetson UniversityAug 2018 to Dec 2022
- Archbishop MccharthyAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Global Wealth Management Investment Advisory, Inc.
$722.8MAssets managed
1,667Clients
16Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7541819
- Firm CRD
- 286005